ALATUS CAPITAL LTD

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (16 quarters reported)

$270M —

Q4 17 Q4 18 Q4 19 Q4 20 Q3 21

$267M in Q4 2017 → — now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2021. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
- -	NaN%	Unchanged	0	—

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2021 · filed November 02, 2021

No position changes this quarter.

quarter ended June 30, 2021 · filed August 03, 2021

No position changes this quarter.

quarter ended March 31, 2021 · filed May 11, 2021

Company	Action	Shares changed	Value of change	% of portfolio
FN Ferrari N V	Exited	−156,277	−$35.9M	—
- -	New	+0	—	—

quarter ended December 31, 2020 · filed February 16, 2021

Company	Action	Shares changed	Value of change	% of portfolio
FN Ferrari N V	Trimmed	−315,799	−$72.5M	100.0%

quarter ended September 30, 2020 · filed November 13, 2020

Company	Action	Shares changed	Value of change	% of portfolio
FN Ferrari N V	Trimmed	−6,309	−$1.16M	100.0%

quarter ended June 30, 2020 · filed August 13, 2020

Company	Action	Shares changed	Value of change	% of portfolio
Liberty Global PLC	Exited	−3,850,636	−$63.6M	—
FN Ferrari N V	Added	+3,698	+$632K	100.0%

quarter ended March 31, 2020 · filed May 14, 2020

Company	Action	Shares changed	Value of change	% of portfolio
FN Ferrari N V	Trimmed	−134,549	−$20.5M	53.3%
Liberty Global PLC	Trimmed	−625,775	−$10.3M	46.7%

quarter ended December 31, 2019 · filed February 13, 2020

Company	Action	Shares changed	Value of change	% of portfolio
Liberty Global PLC	Trimmed	−111,798	−$2.54M	50.2%
FN Ferrari N V	Trimmed	−2,000	−$331K	49.8%

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